Deliver the next-generation of wealth management, right in your app
ATOMIC.IO FOR WEALTH MANAGEMENT
Meet your customers where they already are – in your app
In the world of wealth management, old-school methods like email, phone calls, and SMS just aren’t cutting it anymore. When it comes to discussing investments, your customers demand secure communication channels.
Over 40% of customers see in-app messaging as their most trusted form of communication – so, why unlock your app’s full potential?
Higher Engagement, Lower Effort
Atomic.io’s unique solution cuts through the clutter, offering read rates of up to 94% and an average conversion rate of 42%.
Whether you are providing tailored investment insights, financial planning or simple goal setting – we help you deliver highly personalised customer journeys that lead to 14x greater engagement compared to email in half the time.
Say hello to simple tech and goodbye to messy engineering
Atomic.io lightens the tech load by leveraging your current systems, empowering your team to hit the ground running from day one.
What once required a hefty investment, two-week dev sprint can now be accomplished in minutes, saving both time and money, all while enabling rapid, actionable messages to your customers.
PROUDLY POWERING IN-APP ENGAGEMENT FOR
Increase engagement at every stage of the customer journey
Convert
Provide tailored promotions and proactive self-service choices that are easy to respond to, helping customers to achieve more within your app.
Empower your customers to:
- Cut customer service costs with self-service features
- Access time-sensitive offers and investment opportunities
- Provide you with important information
Activate
Send high-priority alerts, drive activation, and nudge customers to engage instantly.
Activate your customers with:
- Actionable alerts and approvals
- Smooth onboarding and activation processes
- Personalised prompts and reminders
Retain
Increase customer retention and unlock the full potential of your app by:
- Highlighting valuable insights
- Collecting feedback through user-friendly outreach and surveys
- Provide easy access to customer loyalty and rewards
Engage
Increase engagement by delivering the right updates at the right time.
- Provide updates on system and website outages
- Create highly-personalised customer experiences
- Educate customers with tips, tricks, and investment advice
Convert
Provide tailored promotions and proactive self-service choices that are easy to respond to, helping customers to achieve more within your app.
Empower your customers to:
- Cut customer service costs with self-service features
- Access time-sensitive offers and investment opportunities
- Provide you with important information
Activate
Send high-priority alerts, drive activation, and nudge customers to engage instantly.
Activate your customers with:
- Actionable alerts and approvals
- Smooth onboarding and activation processes
- Personalised prompts and reminders
Retain
Increase customer retention and unlock the full potential of your app by:
- Highlighting valuable insights
- Collecting feedback through user-friendly outreach and surveys
- Provide easy access to customer loyalty and rewards
Engage
Increase engagement by delivering the right updates at the right time.
- Provide updates on system and website outages
- Create highly-personalised customer experiences
- Educate customers with tips, tricks, and investment advice
Explore our full use case guide for wealth management now
FEATURED CUSTOMERS
Wealth management success stories
“Engaging customers in an actionable habit sits at the heart of our retention and growth strategy. We could have spent years building this capability ourselves but wanted to keep up with our customers’ needs. So it was crucial that we got a great experience to market quickly… Atomic.io allowed us to get up and running in a month.”
Richard Phillips • Head of Growth
“ANZ chose Atomic.io to help us communicate with our customers in our banking app because it enabled us to deliver our program exponentially faster and had the flexibility we need in order to keep delivering outstanding customer experiences. It was crucial to quickly enable our team to engage with customers where they are most often… inside the Go-Money and Internet Banking apps.”
Astrud Burgess • GM Data and Marketing
“With the increasing urgency to push the bank to a digital first operating model, more and more of the interactions around product servicing, compliance and general customer support need to be digitized in a way that makes things easy for our customers. Atomic has provided us an efficient and effective path forward to solve this problem, across channels, and to help us avoid the pitfalls of trying to build this ourselves. The crew at Atomic.io has been incredibly supportive and proactive in getting us to this point in our journey.”
Nick Fantham Digital • Product Manager
FEATURED CUSTOMERS
Wealth management success stories
“Engaging customers in an actionable habit sits at the heart of our retention and growth strategy. We could have spent years building this capability ourselves but wanted to keep up with our customers’ needs. So it was crucial that we got a great experience to market quickly… Atomic.io allowed us to get up and running in a month.”
Richard Phillips • Head of Growth
“ANZ chose Atomic.io to help us communicate with our customers in our banking app because it enabled us to deliver our program exponentially faster and had the flexibility we need in order to keep delivering outstanding customer experiences. It was crucial to quickly enable our team to engage with customers where they are most often… inside the Go-Money and Internet Banking apps.”
Astrud Burgess • GM Data and Marketing
“With the increasing urgency to push the bank to a digital first operating model, more and more of the interactions around product servicing, compliance and general customer support need to be digitized in a way that makes things easy for our customers. Atomic has provided us an efficient and effective path forward to solve this problem, across channels, and to help us avoid the pitfalls of trying to build this ourselves. The crew at Atomic.io has been incredibly supportive and proactive in getting us to this point in our journey.”
Nick Fantham Digital • Product Manager
Try Atomic.io for yourself right now
Explore our self-serve demo and you’ll be ale to see how Atomic.io action cards work from the perspective of your wealth management customers. Simply enter your name into the phone to get started.